Search public Form 5500 filings

19 results

Companies

planThe Wagner Companies Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: R & B Wagner, Inc.EIN: 39-0910046Plan: 003Participants: 197Assets: $29,055,660Location: Milwaukee, WILatest: 2023
planR & B Wagner, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
Sponsor: R&B Wagner, Inc.EIN: 39-0910046Plan: 004Participants: 142Assets: $20,410,036Location: Milwaukee, WILatest: 2023
planR&B Wagner, Inc. Employee Welfare Benefit Plan2023 filing
Sponsor: R&B Wagner,Inc.EIN: 39-0910046Plan: 501Participants: 140Assets: not reported in the loaded datasetLocation: Butler, WILatest: 2023
planR&B Wagner, Inc. Health Stop Loss2023 filing
Sponsor: R&B Wagner, Inc.EIN: 39-0910046Plan: 503Participants: 115Assets: not reported in the loaded datasetLocation: Butler, WILatest: 2023
planR&B Wagner, Inc. Vision Plan2023 filing
Sponsor: R&B Wagner, Inc.EIN: 39-0910046Plan: 505Participants: 130Assets: not reported in the loaded datasetLocation: Butler, WILatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — The Wagner Companies Retirement Plan
Sponsor: R & B Wagner, Inc.EIN: 39-0910046Plan: 003Ack ID: 20240822152102NAL0010950802001
filing2023 Form 5500 — R & B Wagner, Inc. Employee Stock Ownership Plan
Sponsor: R&B Wagner, Inc.EIN: 39-0910046Plan: 004Ack ID: 20240821132256NAL0002407971001
filing2023 Form 5500 — R&B Wagner, Inc. Employee Welfare Benefit Plan
Sponsor: R&B Wagner,Inc.EIN: 39-0910046Plan: 501Ack ID: 20250115152314NAL0034515280001
filing2023 Form 5500 — R&B Wagner, Inc. Health Stop Loss
Sponsor: R&B Wagner, Inc.EIN: 39-0910046Plan: 503Ack ID: 20250115154205NAL0034560976001
filing2023 Form 5500 — R&B Wagner, Inc. Vision Plan
Sponsor: R&B Wagner, Inc.EIN: 39-0910046Plan: 505Ack ID: 20250115153716NAL0021914017001